PFP

Pinnacle Financial Partners Portfolio holdings

AUM $4.96B
1-Year Est. Return 8.8%
This Quarter Est. Return
1 Year Est. Return
+8.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.67B
AUM Growth
+$54.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$8.46M
3
+$8.2M
4
ZTS icon
Zoetis
ZTS
+$6.92M
5
FAST icon
Fastenal
FAST
+$4.93M

Top Sells

1
+$9.68M
2
+$8.07M
3
+$6.67M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$6.21M
5
LLY icon
Eli Lilly
LLY
+$4.96M

Sector Composition

1 Technology 16.6%
2 Financials 13.38%
3 Healthcare 10.95%
4 Industrials 7.37%
5 Consumer Discretionary 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$236K 0.01%
11,133
402
$233K 0.01%
3,142
403
$233K 0.01%
607
-462
404
$231K ﹤0.01%
+8,000
405
$230K ﹤0.01%
2,955
-48
406
$230K ﹤0.01%
+1,786
407
$228K ﹤0.01%
+2,337
408
$227K ﹤0.01%
13,166
+10,115
409
$225K ﹤0.01%
1,499
+69
410
$224K ﹤0.01%
+1,022
411
$221K ﹤0.01%
2,700
412
$221K ﹤0.01%
4,427
-126
413
$221K ﹤0.01%
1,016
414
$220K ﹤0.01%
4,366
+217
415
$219K ﹤0.01%
713
+9
416
$219K ﹤0.01%
2,319
417
$215K ﹤0.01%
1,976
+74
418
$215K ﹤0.01%
+4,325
419
$215K ﹤0.01%
397
-2
420
$213K ﹤0.01%
+1,548
421
$211K ﹤0.01%
+3,914
422
$211K ﹤0.01%
444
423
$210K ﹤0.01%
2,742
424
$209K ﹤0.01%
8,266
425
$207K ﹤0.01%
2,412
-100
15 16
17
18 19